2月10日消息，美国比特币ETF在经历近一个月的持续资金外流后，首次连续两日录得资金净流入，显示机构情绪出现阶段性回暖。根据 SoSo Value 数据，上周五这些产品合计流入资金约4.711亿美元，周一再度增加1.449亿美元，结束了自1月中旬以来的赎回趋势。
本轮资金回流，与比特币价格的短线反弹形成呼应。上周四，比特币一度跌至约6万美元，随后迅速回升至7万美元附近，缓解了市场对进一步深度回调的担忧。此前，比特币在1月中旬两周上涨后，曾逼近9.8万美元高位，随后回落，引发投资者对现货ETF的大规模抛售。
尽管价格波动剧烈，但整体资金规模仍保持相对稳健。Checkonchain 数据显示，自去年10月初以来，这11只美国比特币ETF的合计资产管理规模仅下降约7%，从137万枚比特币降至129万枚。这一变化幅度明显小于同期价格的跌幅。自比特币在10月份创下12.6万美元历史高位后，累计回调已超过40%。
这种“价格大跌、资金小幅回撤”的背离，反映出部分长期资金仍在坚持布局。ETF作为机构进入加密市场的重要通道，其AUM稳定性往往被视为长期信心的重要指标。连续两日的净流入，虽然规模尚不足以改变整体趋势，但已被视为阶段性止跌信号。
随着市场逐步消化宏观不确定性与高波动风险，现货ETF资金动向仍将是判断比特币中期走势的重要参考。若后续资金继续回流，或将为价格提供新的支撑基础。
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